Business Office Filing System Categories

Keep the two types of information separate in your business filing system.

Business office filing system categories.

In duplex numeric filing systems files are given numeric labels with several sets of numbers involved. Traditional filing system. Payroll and employee information. To do that you need to set up all the correct files in the right categories.

The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each. A filing system allows a business to. Your personal filing system should include the following categories. These field tested tips will help you get and keep your office filing system in precise working order.

If your business is ever subject to an audit and you are unable to produce the required documents in. Nearly every business will ultimately need this type of filing as their business grows. Academic car employment financial health id insurance and real estate. Organize them alphabetically but keep the id file with your birth certificate passport social security cards and anything else you use often at the front of the file box.

A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax. These are just a guideline to help you with your home filing system. This type of filing system can handle large amounts of data. Part of small business kit for dummies cheat sheet.

There s just too much paperwork generated over time not to have one. Some may be in their own filing system some on your computer etc. Receipts and invoices. A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts.

Filing receipts and invoices properly is one of the most important things a small business needs to do. The traditional filing systems use a filing cabinet hanging files and manila folders. Most file systems are organized by subject or category which works well when set up correctly but can also be the most confusing when it s not. And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet.

Dealing with the paperwork is a large part of running a small business. File documents relating to these different types of tax into their own tax sections within the business filing system. Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system. Below are my suggestions for the categories of files you should create.

How to establish an office filing system. The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification.